$FRMI

$2.60 +$0.06 (2.36%) Pre-market

$FRMI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 640.5M shares outstanding

Who owns FRMI?

By type of holder

Institutions 24.8% Insiders 34.6% Everyone else 40.6%

Concentration Top 10 holders own 21.3%

Perry James Richard 5.1% · Ortiz Blanes Jacobo 4.6%

Institutional ownership

24.8%

+13.4 pts vs last qtr

Institutional holders

292

+81 vs last qtr

Net shares bought

+85.9M

by institutions in Q2 2026

New / sold out

127 / 46

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

SRS Investment Management, LLC NEW +20.2M
Point72 Asset Management, L.P. +5.8M

Biggest sellers in Q2 2026

UBS Group AG −5.7M
Barclays PLC −3.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$124M

5 notices from 3 people

Shares covered

24.6M

3.85% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Caddis Holdings LP 10% stockholder $107M
Toby Neugebauer 10% stockholder $15.6M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Fermi Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

101.0%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting FRMI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SI SRS Investment Management, LLC	20.2M	3.15%	NEW	Q2 '26	1.7%
Shares held by quarter Peak holding20.2M (Q2'26) Change over 8 quarters+20.2M Share of the company3.150% SRS Investment Management, LLC's full portfolio →
UG UBS Group AG	3.2M	0.50%	−5.7M (−64.1%)	Q4 '25	0.0%
Shares held by quarter Peak holding8.9M (Q1'26) Change over 8 quarters+3.2M Share of the company0.500% UBS Group AG's full portfolio →

SRS Investment Management, LLC

20.2M

% of company

3.15%

Change vs last qtr

NEW

Held since

Q2 '26

UBS Group AG

3.2M

% of company

0.50%

Change vs last qtr

−5.7M (−64.1%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Fermi Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FRMI on Form N-PORT; together they hold 3.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$27.9M	3.0M	0.47%	0.00%	June 30, 2026
VS Vanguard Small-Cap Index Fund Vanguard Index Funds	$20M	2.2M	0.34%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$27.9M

% of company

0.47%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Small-Cap Index Fund

Vanguard Index Funds

Position value

$20M

% of company

0.34%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Fermi Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PJ Perry James Richard Insider	32.3M	5.05%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company5.050% Perry James Richard's insider activity →
OB Ortiz Blanes Jacobo Insider	29.2M	4.57%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.570% Ortiz Blanes Jacobo's insider activity →

Perry James Richard

Insider

32.3M

% of company

5.05%

Change vs last qtr

—

Held since

—

Ortiz Blanes Jacobo

Insider

29.2M

% of company

4.57%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Fermi Inc.

Comments